Broker Check
 

&nbps;

 

When Special Care Is Needed: The Special Needs Trust The Cost of Procrastination Nevermind

Learn about our upcoming events!

RSVP

Understanding Today's Financial Environment

We specialize in helping retirees and those transitioning into retirement understand Social Security strategies, reduce tax burdens and strategies to potentially increase income in retirement. It’s our mission to make sure you enjoy your hard-earned retirement using strategies that fit your specific needs. Any successful plan for retirement needs a strong foundation. That foundation starts with coordinating your retirement benefits; Social Security, 401k, IRA, brokerage, Medicare, Health Insurance, Life Insurance and Long-Term-Care. Let's work together to give you the peace of mind you deserve in retirement!

Services We Offer Meet the Team Contact Us

Meet Jared

Learn More

Meet Matt

Learn More

Presentations

Learn More

Articles

Learn More
 

Meet Gene B. Russell, Advisor

Gene has twelve years of experience in the financial planning industry and recently joined Next Phase Financial.  For two years, he was a national top producer for a major mutual fund company. As an advisor for NextPhase Financial, Gene continues to “invest in conversations” to fully understand his client’s goals. He holds the designation of National Social Security Advisor – NSSA.

Gene has been active with the Susan Komen Race Committee, the Heroes of the Heartland Committee, Habitat for Humanity, traveled twice to South Africa on mission trips and he received the Governor’s Certificate of Lifesaving for performing CPR that saved the life of an employee at a local hardware store.

Gene and his wife, Sharmie Ann, reside in Ankeny.

Learn more

Helpful Content

How to Make the Tax Code Work for You

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

 

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Teen Drinking and Your Liability

Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.

View all articles arrow

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

View all videos arrow